Zevenbergen Capital Investments’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $765K | Hold |
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|
2025
Q2 | $706K | Sell |
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|
2025
Q1 | $691K | Hold |
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|
2024
Q4 | $744K | Hold |
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|
2024
Q3 | $734K | Hold |
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|
2024
Q2 | $701K | Buy |
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|
2024
Q1 | $225K | Sell |
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|
2023
Q4 | $375K | Sell |
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|
2023
Q3 | $426K | Sell |
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|
2023
Q2 | $591K | Sell |
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|
2023
Q1 | $566K | Buy |
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|
2022
Q4 | $361K | Sell |
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|
2022
Q3 | $440K | Sell |
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|
2022
Q2 | $552K | Hold |
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|
2022
Q1 | $666K | Hold |
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|
2021
Q4 | $714K | Hold |
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|
2021
Q3 | $639K | Buy |
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|
2021
Q2 | $620K | Hold |
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|
2021
Q1 | $571K | Hold |
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|
2020
Q4 | $535K | Hold |
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|
2020
Q3 | $479K | Sell |
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|
2020
Q2 | $552K | Hold |
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|
2020
Q1 | $456K | Sell |
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|
2019
Q4 | $634K | Hold |
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|
2019
Q3 | $585K | Hold |
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|
2019
Q2 | $577K | Hold |
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|
2019
Q1 | $557K | Buy |
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|
2018
Q4 | $275K | Hold |
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|
2018
Q3 | $316K | Hold |
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|
2018
Q2 | $299K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $307K | Hold |
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|
2015
Q1 | $312K | Hold |
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|
2014
Q4 | $309K | Buy |
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